Risk Tolerance Questionnaire

This Risk Tolerance Questionnaire (“RTQ”) is designed to gain an understanding of your convictions regarding your threshold

for loss, also known as your risk tolerance. Your responses will be referenced when developing your investment strategy.

First Name
required
Last Name
required
Email
required
What is the estimated value of your investable financial assets?
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When you think of the word RISK in a financial context, which word best describes your thinking?
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When faced with a major financial decision, on which outcome are you most focused?
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After you have made a major financial decision, how do you typically feel?
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During market declines, you typically sell portions of your risker assets and invest the money in safer assets.
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How much money could you lose in total before needing to adjust your lifestyle spending?
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Today, what is your confidence level that you have a sufficient amount of financial assets to accomplish your goals before, during and after retirement
What percentage of loss over the course of a year would make you AWARE?
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What percentage of loss over the course of a year would make you WORRIED?
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What percentage of loss over the course of a year would make you ALARMED?
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Advice and Service Preferences
How would you prefer to interact with your financial advisor? Please select all that apply
How do you prefer to receive service/updates on your finances?
Financial Planning Considerations
Today, what is your confidence level that you will have a sufficient amount of financial assets to accomplish your life goals before, and during your retirement?
required
Do you currently own any life insurance?
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Assuming you have an income gap (expenses exceed income), what percentage (if any) would you like to hedge (protect) from a longevity perspective?
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Balanced against your interest in investing for future growth, how concerned are you about being able to quickly access your financial assets to meet unexpected financial challenges (such as medical or home repair expenses)?
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How concerned are you about the risk of inflation impacting your financial objectives?
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To what extent are you relying on the growth of your existing financial assets to meet increasing future costs?
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If the market experienced significant decline (20%+), how confident are you that you would NOT have to sell your financial assets to meet your financial objectives?
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To what extent are you concerned that your financial plan could be impacted by your death or that of your partner?
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When you think about financial planning, how concerned are you about limiting the impact of increasing taxes?
How often do you find yourself checking in all your investments?

Once submitted, one of our advisors will run your responses through our proprietary risk modeler and get back to you with a free report and a personal risk score that will help guide you on your financial journey. You are NOT obligated by clicking the submit button and the is no cost for this report. 

**It may take up to two business days to complete your personal report. 

You will receive an email confirmation that your financial assessment is in progress.  

PEAK American will never sell or share your information to another company without your permission.

PEAK American Financial Group

2800 Dallas Pkwy. Plano, TX  75093

(972) 380-1119


Investment advisory and financial planning services offered through Peak American Investment Advisors, Inc., a Registered Investment Adviser, and Simplicity Wealth, LLC, a Registered Investment Adviser. Sub-advisory services provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, consulting, and education services offered through Peak American Financial Group, Inc. Peak American Investment Advisors, Inc. and Peak American Financial Group, Inc. are separate and unaffiliated entities from Simplicity Wealth and Simplicity Solutions. The sources used to prepare this material are believed to be true, accurate and reliable, but are not guaranteed. All material is intended for educational purposes only and is not intended to serve as the basis for any purchasing decision. All investments involve risk. Past results do not guarantee future performance. Please speak with your financial advisor before making any investment decisions.